Financial Reporting
- Technical accounting – US GAAP and IFRS
- Implement new FASBs
- SEC Reporting
- Consolidations
- Loan compliance
- EPS calculation preparation
- Management Reporting
Financial Planning & Analysis
- Annual budgeting
- Long-range planning
- Enhance management reporting and create dashboards for executives
- Prepare Board package and supporting documents for Audit Committee review
- Financial feasibility analysis for acquisition targets
Mergers & Acquisitions Support
- Due Diligence support
- Purchase accounting
- Planning for post-acquisition integration to achieve targeted financial results
- Execute/lead post-acquisition integration
- Project Management
Process Improvement
- Evaluate existing processes and recommend improvements
- Identify opportunities to automate manual processes
- Execute recommended improvements
- Software selection
- Evaluate software packages
- Plan for and implement new software or upgrades
General Accounting & Supervision
- Oversee month-end close processes
- Journal Entries
- Accruals
- Account reconciliations
- Maintain GAAP & Cash Basis books
- Accounts payable
- Accounts receivable
- Reduce DSO
- Payroll
Policies & Processes
- Review accounting policies and recommend updates
- Review processes and recommend efficiency improvements
- Document current accounting policies
- Document current processes
- Develop virtual desktop policy and procedure manual
Compliance
- Regulatory compliance
- Debt covenants
- Audit spreadsheets for critical calculations; remediate as necessary
- SOX Compliance
- Perform Risk Analysis
- Document processes
- Perform testing
- International compliance
- Statutory reporting
- Internal audit
Accounting Systems Implementations
- Project Management
- Develop new chart of accounts
- Develop and document new process flows
- Change management
- Training – develop training materials for trainer and participants
Training
- Determine training requirements and level of participants
- Develop training materials
- Deliver training
- Capture training classes on webcast or video for future viewing by new hires